tag:blogger.com,1999:blog-2176979440585416248.post8682879696217146940..comments2024-03-27T13:33:11.706+08:00Comments on 巴黎的價值投資: REIT 估值巴黎http://www.blogger.com/profile/09026111255713306999noreply@blogger.comBlogger24125tag:blogger.com,1999:blog-2176979440585416248.post-73289753792974633582016-06-18T14:57:02.757+08:002016-06-18T14:57:02.757+08:00在另文回答Mat 兄在另文回答Mat 兄巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-56023152380746114482016-06-16T18:13:03.444+08:002016-06-16T18:13:03.444+08:00是的,所以下一篇內己說F C F要扣減,謝謝資料。是的,所以下一篇內己說F C F要扣減,謝謝資料。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-59239699817701380792016-06-16T18:10:51.735+08:002016-06-16T18:10:51.735+08:00只是一個就手數,覺得6%,即使不升值也不輸太多。只是一個就手數,覺得6%,即使不升值也不輸太多。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-56709855152871420572016-06-16T03:08:37.412+08:002016-06-16T03:08:37.412+08:00巴黎兄 我剛學價值投資 可否詳細解釋下為何選擇6%作為量化因子? 上網做了簡單资料收集 大陸住宅的租...巴黎兄 我剛學價值投資 可否詳細解釋下為何選擇6%作為量化因子? 上網做了簡單资料收集 大陸住宅的租金回報好多時只有3-4厘 6%是否隱含了地價升值?auslhttps://www.blogger.com/profile/01808875921719541015noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-29041426831615656282016-06-15T11:59:11.342+08:002016-06-15T11:59:11.342+08:00佢用依個做噱頭黎上市,上左之後有冇volume,不在長和考慮之列佢用依個做噱頭黎上市,上左之後有冇volume,不在長和考慮之列redponzahttps://www.blogger.com/profile/12482736417233080153noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-88398226882974508892016-06-15T11:54:42.615+08:002016-06-15T11:54:42.615+08:00以下已寫清楚明白:
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與匯賢產業信託有關的風險
北京東方廣場公司的合營期有限,當北京東方廣場公...以下已寫清楚明白:<br />---<br />與匯賢產業信託有關的風險<br />北京東方廣場公司的合營期有限,當北京東方廣場公司合營期於2049年1月24日當日(約32年後)屆滿時,北京東方廣場公司將解散,匯賢產業信託的東方廣場權益價值相等於零。<br />---<br />即係東方廣場係到期後價值係零,到時REIT淨番重慶大廈同瀋陽酒店。<br />續期問題只apply重慶大廈同瀋陽酒店。<br /><br />因此東方廣場每年應有一定既資產減值去計比較合適。redponzahttps://www.blogger.com/profile/12482736417233080153noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-73721514041638524602016-06-14T22:55:45.434+08:002016-06-14T22:55:45.434+08:00其實個市跌到咁, 好像國內電力股比REIT更吸引?
mat其實個市跌到咁, 好像國內電力股比REIT更吸引?<br />matmathttps://www.blogger.com/profile/10010323786419137118noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-46047858281279461382016-06-13T18:34:44.912+08:002016-06-13T18:34:44.912+08:00不是,而是不方便.
不是,而是不方便.<br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-70812243964990249702016-06-13T16:56:04.847+08:002016-06-13T16:56:04.847+08:00匯率跌所以表面回報高?匯率跌所以表面回報高?angorahttps://www.blogger.com/profile/03574254579301631658noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-81569670230393768102016-06-13T07:43:34.891+08:002016-06-13T07:43:34.891+08:00但這是合法的但這是合法的巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-63702542843698852202016-06-12T23:31:02.654+08:002016-06-12T23:31:02.654+08:00但不要忘記匯賢背後的是李氏集團,我並不認為內地會對它太過亂來。但不要忘記匯賢背後的是李氏集團,我並不認為內地會對它太過亂來。Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-91284002943188236942016-06-12T21:45:24.251+08:002016-06-12T21:45:24.251+08:00有很大影響,買佢有時幾麻煩。有很大影響,買佢有時幾麻煩。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-2369301998468641692016-06-12T21:44:35.944+08:002016-06-12T21:44:35.944+08:00領展都有相同的問題的。領展都有相同的問題的。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-15503285971171572332016-06-12T21:43:34.160+08:002016-06-12T21:43:34.160+08:00謝謝link仔的資料!謝謝link仔的資料!巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-35220731401575992852016-06-12T21:21:55.732+08:002016-06-12T21:21:55.732+08:00有分析員認為87001用人民幣計價是錯誤,令到流通量大減!有分析員認為87001用人民幣計價是錯誤,令到流通量大減!Big Oxhttps://www.blogger.com/profile/10664080322558722707noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-43968185315633304662016-06-12T19:28:40.123+08:002016-06-12T19:28:40.123+08:00匯賢真心覺得便宜!!!
(但地權及匯率問題困擾住),始終無心持有!!!
暫時還是領展最安心。匯賢真心覺得便宜!!!<br />(但地權及匯率問題困擾住),始終無心持有!!!<br />暫時還是領展最安心。ThomasWonghttps://www.blogger.com/profile/02142017415097077370noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-65808653199980483472016-06-12T18:37:33.989+08:002016-06-12T18:37:33.989+08:00呢個問題幾好!呢個問題幾好!巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-38864270662992564902016-06-12T18:37:02.272+08:002016-06-12T18:37:02.272+08:00估值保守D,同時可以比較各RElT的價格貴比。估值保守D,同時可以比較各RElT的價格貴比。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-88411936580395774152016-06-12T12:41:18.662+08:002016-06-12T12:41:18.662+08:00Link 兄, 題外話, 衷心請教你。 香港大部份土地97年到期後續期,繳交地租,續期至2047年。...Link 兄, 題外話, 衷心請教你。 香港大部份土地97年到期後續期,繳交地租,續期至2047年。新期是到2047年(对嗎? 這只是我一般性的認識)。2047年是不是同樣繳交地租?有冇文件出過。 TY Wonghttps://www.blogger.com/profile/05711969273062516598noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-79736444254556653202016-06-12T11:36:51.850+08:002016-06-12T11:36:51.850+08:00是呀,匯賢物業單一及全是內地,有土地使用權風險,內地的土地使用權續期方法仍然不確定,最近溫州有到期地...是呀,匯賢物業單一及全是內地,有土地使用權風險,內地的土地使用權續期方法仍然不確定,最近溫州有到期地段需付地價35%續期,業主都拒付問題還沒有解決<br />=====<br />與匯賢產業信託有關的風險<br />北京東方廣場公司的合營期有限,當北京東方廣場公司合營期於2049年1月24日當日(約32年後)屆滿時,北京東方廣場公司將解散,匯賢產業信託的東方廣場權益價值相等於零。Link仔https://www.blogger.com/profile/07089486111258451975noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-59495261257126268662016-06-12T11:31:28.704+08:002016-06-12T11:31:28.704+08:00This point is very importantThis point is very importantPatrickhttps://www.blogger.com/profile/02728913877326876084noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-76809690299196648612016-06-12T06:16:56.243+08:002016-06-12T06:16:56.243+08:00望巴黎兄就此講些個人意見。望巴黎兄就此講些個人意見。價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-54087352103940068472016-06-12T00:16:34.738+08:002016-06-12T00:16:34.738+08:00計漏了東方廣場土地使用權到2049年要歸還計漏了東方廣場土地使用權到2049年要歸還Anonymoushttps://www.blogger.com/profile/00539881230955798095noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-59460279688304494282016-06-12T00:11:18.188+08:002016-06-12T00:11:18.188+08:00巴黎兄為何以6%作為租金回報計算?巴黎兄為何以6%作為租金回報計算?Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.com